UBS Global Enhanced Equity Income Fund C Acc

UBS Global Enhanced Equity Income Fund C Acc
UBS Asset Management Funds Ltd
Open Ended Investment Company
Global Equity Income
0.72 %
Risk Rating
3 Year Sharpe
3 Year Alpha
8.7 %
The Fund invests in the UBS (Lux) Equity SICAV – Global Income (USD), a sub-fund of UBS (Lux) Equity SICAV (the “Master Fund”) with the aim of generating above-average returns relative to that of the global equity market.The Master Fund has a global investment focus and predominantly invests in the shares of small, medium and large companies in developed and emerging markets. The Master Fund aims to achieve above-average share earnings compared to the global equity market and to pay above-average share earnings (largely derived from dividends and call option premiums).It is envisaged that the Fund will normally be near to fully invested in the Master Fund, though it may also invest in cash and near cash.
Holding %
UBS (Lux) ES Glbl Inc $ £ H I-B-UK-mdist 99.50 %
Region %
United States 47.59 %
Japan 13.67 %
Eurozone 11.37 %
Asia - Developed 9.59 %
United Kingdom 7.94 %
Sector %
Financial Services 18.11 %
Communication Services 13.80 %
Technology 9.97 %
Real Estate 9.58 %
Healthcare 8.80 %
Utilities 8.33 %
Energy 8.04 %
Consumer Defensive 7.50 %
Industrials 6.48 %
Consumer Cyclical 5.86 %
UBS Asset Management Funds Ltd
EC2M 2QS, London, United Kingdom
Legal Structure
Open Ended Investment Company


Patrick Zimmermann
Joined 11/20/2014

Patrick Zimmermann is the head of Quantitative Investments Portfolio Management, which is part of Systematic and Index Investments. Apart from leading the team, he is responsible for the management of various quantitative Global equity strategies. Patrick also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2008, Patrick was an equity portfolio manager at Credit Suisse Asset Management, focusing on quantitative equity investment products and research for European equities. He has also worked as a senior economist and strategist at Zürcher Kantonalbank. Patrick has published articles in refereed financial industry journals. Patrick is a member of the Swiss Bankers Association.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.